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Southern Company
SO

Overview Fund Activity

1,727 hedge funds and large institutions have $49.8B invested in Southern Company in 2022 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 730 increasing their positions, 511 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,727
Holders Change
+76
Holders Change %
+4.6%
% of All Funds
27.86%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.23%
New
206
Increased
730
Reduced
511
Closed
95
Calls
$319M
Puts
$212M
Net Calls
+$107M
Net Calls Change
+$69.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$329M
2
AWA
Arete Wealth Advisors
Illinois
+$248M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$233M
4
Norges Bank
Norges Bank
Norway
+$195M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$124M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$384M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
3
Millennium Management
Millennium Management
New York
-$135M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$78.3M
5
WHRC
W.H. Reaves & Co
New Jersey
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
1201
Royal Fund Management
Florida
$336K +$15K +210 +5%
LIG
1202
Lokken Investment Group
Delaware
$336K – – –
EWM
1203
Elmwood Wealth Management
California
$335K – – –
BOS
1204
Bank of Stockton
California
$335K -$3.22K -45 -1%
BFIM
1205
Beese Fulmer Investment Management
Ohio
$335K -$1.57K -22 -0.5%
AFWM
1206
AMJ Financial Wealth Management
Virginia
$334K – – –
HDIM
1207
Hanson & Doremus Investment Management
Vermont
$334K -$91.4K -1,280 -21%
CWM
1208
Chesapeake Wealth Management
Virginia
$334K -$42.8K -600 -11%
HCM
1209
Hodges Capital Management
Texas
$333K – – –
PTP
1210
Platform Technology Partners
New York
$330K -$9.07K -127 -3%
TFA
1211
Triad Financial Advisors
North Carolina
$330K -$9.21K -129 -3%
BAM
1212
Byrne Asset Management
New Jersey
$329K -$42.8K -600 -12%
SAM
1213
Seelaus Asset Management
New Jersey
$329K – – –
WS
1214
Wela Strategies
Georgia
$329K +$143 +2 +0%
WI
1215
Wintrust Investments
Illinois
$329K +$92.4K +1,295 +39%
PWMAG
1216
Pinnacle Wealth Management Advisory Group
New Jersey
$328K +$39.6K +554 +14%
VCM
1217
Violich Capital Management
California
$328K -$4.71K -66 -1%
AIA
1218
Angeles Investment Advisors
California
$328K +$328K +4,590 New
CICI
1219
Capital Investment Counsel Inc
North Carolina
$327K +$14.3K +200 +5%
BS
1220
Boenning & Scattergood
Pennsylvania
$326K +$10.3K +142 +3%
IBOK
1221
Independence Bank of Kentucky
Kentucky
$325K -$16.9K -237 -5%
DWA
1222
Douglass Winthrop Advisors
New York
$325K – – –
TWM
1223
Triton Wealth Management
Arizona
$325K -$14.3K -207 -4%
SCA
1224
Stonebridge Capital Advisors
Minnesota
$324K -$3.86K -54 -1%
SFS
1225
Stiles Financial Services
Minnesota
$324K +$33.4K +468 +12%
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